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Name Holding Trade Value Shares
Change
Change in
Stake
CM
601
Caption Management
Oklahoma
$3.05M +$545K +8,000 +21%
MIA
602
MainStreet Investment Advisors
Illinois
$3.02M -$123K -1,803 -4%
RA
603
RiverPark Advisors
New York
$3.01M +$221K +3,238 +8%
UCFA
604
United Capital Financial Advisors
Texas
$2.99M +$1.97M +28,915 +182%
VAS
605
Valicenti Advisory Services
New York
$2.98M +$309K +4,533 +11%
CWP
606
CFM Wealth Partners
Texas
$2.97M -$36.7K -539 -1%
BSC
607
Brown Shipley & Co
United Kingdom
$2.96M +$78.3K +1,148 +3%
KC
608
Knuff & Co
California
$2.96M -$61.5K -902 -2%
AI
609
AXS Investments
New York
$2.95M +$100K +1,472 +3%
GWM
610
Geneos Wealth Management
Colorado
$2.95M +$737K +10,809 +32%
MGP
611
Metis Global Partners
California
$2.94M -$45.1K -662 -1%
PGCM
612
Prescott Group Capital Management
Oklahoma
$2.94M +$1.36M +20,000 +83%
SWM
613
Sendero Wealth Management
Texas
$2.93M +$99.9K +1,466 +3%
E
614
Ergoteles
New York
$2.92M +$2.45M +35,963 +464%
PFM
615
Premier Fund Managers
United Kingdom
$2.91M +$133K +1,952 +5%
WF
616
WoodTrust Financial
Wisconsin
$2.89M +$175K +2,570 +6%
CA
617
Cullinan Associates
Kentucky
$2.89M -$224K -3,285 -7%
AWAU
618
Alliance Wealth Advisors (Utah)
Utah
$2.87M +$1.54M +22,559 +110%
RBC
619
Romano Brothers & Co
Illinois
$2.87M +$2.37M +34,787 +422%
GIA
620
Gladstone Institutional Advisory
Florida
$2.86M -$318K -4,668 -10%
IAA
621
Independent Advisor Alliance
North Carolina
$2.84M +$104K +1,523 +4%
CA
622
Cetera Advisors
Colorado
$2.82M -$6.97M -102,211 -71%
BCMO
623
Buckingham Capital Management (Ohio)
Ohio
$2.82M -$522K -7,652 -15%
BBWA
624
Bell & Brown Wealth Advisors
California
$2.8M +$147K +2,160 +5%
PA
625
Procyon Advisors
Connecticut
$2.77M +$851K +12,477 +43%